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OISVX vs VSCAX
OISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAX
Optimum Small-Mid Cap Value Instl
Price$14.08
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets609.65M
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.33B
OISVX vs VSCAX Comparison Chart in %
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OISVX vs. VSCAX commentary
Dec 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OISVX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.33B vs. OISVX (610M). OISVX pays higher dividends than VSCAX: OISVX (0.94) vs VSCAX (0.31). OISVX was incepted earlier than VSCAX: OISVX (22 years) vs VSCAX (27 years). OISVX (1.33) is less costly to investors than VSCAX (1.10). OISVX is a more actively managed with annual turnover of: 117.00 vs. VSCAX (52.00). OISVX has a lower initial minimum investment than VSCAX: OISVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 8.71 vs. OISVX (-3.10). VSCAX return over 5 years is better than : 66.73 vs. OISVX (9.41).
| OISVX | VSCAX | OISVX / VSCAX | |
| Total Expense Ratio | 1.24 | 1.10 | 113% |
| Annual Report Gross Expense Ratio | 1.33 | 1.10 | 121% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -1.950 | 9.911 | -20% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 610M | 8.33B | 7% |
| Annual Yield % from dividends | 0.94 | 0.31 | 306% |
| Returns for 1 year | -3.10 | 8.71 | -36% |
| Returns for 3 years | 11.30 | 49.46 | 23% |
| Returns for 5 years | 9.41 | 66.73 | 14% |
| Returns for 10 years | 24.13 | 59.02 | 41% |
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